Investment themes that will drive markets in 2023

The JSE ended 2022 strong and analysts expect things to get even better in 2023, as they bank on emerging markets over developed markets. Business Day TV caught up with John Morris, South Africa Investment Strategist at Bank of America, for his market outlook.
19 Jan 12PM English South Africa Business · Business News

Other recent episodes

Mining exploration in structural decline since 2004

Back in 2018 Gwede Mantashe was appointed South Africa's Minister of Mineral Resources and Energy, fast-forward to 2019 he had grand promises for the mining sector but has failed to deliver on exploration targets. Business Day TV spoke to Grant Mitchell, Head of the Junior and Emerging Miners Desk at…
23 Mar 9AM 15 min

Impact of cross border carbon tariffs on Africa

The EU's carbon border adjustment mechanism has been labelled as a deeply unjust measure that could result in $16bn being wiped off the African continent's GDP. Business Day TV spoke to Deon Fourie, Senior Economist and Energy Expert at Oxford Economics Africa for more insight on those tariffs and its…
23 Mar 9AM 8 min

ESG commitments – enough to drive foreign investment?

Stuart Theobald, Project Director of the Sanlam ESG Barometer, asserts that there are two main reasons why ESG strategies exist and one of them is to help drive foreign investment. With the launch of Sanlam’s first ESG barometer, Business Day TV caught up with Theobald for more insight on how…
23 Mar 9AM 8 min

How have Eskom's power cuts affected SMEs?

Eskom has resumed load shedding, and while the intensity of the power cuts may have eased, the business sector remains under pressure. Business Day Tv caught up with John Dludlu, CEO of the Small Business Institute for a look at how SMEs have been faring in this environment.
22 Mar 1PM 7 min